Sales Engagement Platform

Email, Calendar, and Activity Tracking

When every interaction counts, you need to count every interaction. Groove automatically captures all email, calendar, meeting, and LinkedIn activity and logs it to Salesforce without your reps needing to lift a finger.

Email, Calendar & Activity Tracking

“69% of high performing reps automate
the logging of sales data and customer notes.”

Salesforce State of Sales Report 2020
Email Sync & Tracking

Email Sync

Automatically log inbound and outbound emails to Salesforce.

  • Easily control which emails are synced and which aren’t
  • Automatically log inbound and outbound emails to Salesforce using background sync
  • Exclude logging of internal and personal emails
  • Log entire email threads with a single click

Calendar Sync

Automatically sync meetings from your calendar to Salesforce, including custom Salesforce field values.

  • Automatically log Google or Microsoft 365 calendar events back to Salesforce using background sync
  • Easily configure to only sync certain meeting types
  • Select the record to be synced, and add or update Salesforce fields right from the calendar event
Sales Activity Tracker

Advanced Activity Capture

Capture activities in real-time with custom meta-data and associate them with custom objects.

  • Automatically associate activities with the correct leads, contacts, accounts, opps, and cases in Salesforce
  • Use search and selection functionality to log activities to any record, including custom objects and multiple records
sales engagement platform - template performance

Template Performance

Understand how email templates and call scripts are performing and standardize on top performers to accelerate performance and onboarding.

  • View the performance of email templates sent through Gmail, Microsoft 365, and all Flow steps
  • Review a wide array of performance metrics, including sent, opened, clicked, and replied
  • Drill down into Shared Templates to see which are used the most and by whom
sales call and email stats

Call and Email Stats

Breakdown how many emails and calls your team are sending and how they are performing.

  • Identify the days of the week and times of day with the highest connect rates
  • Drill down into each user’s email log to see the emails and contacts with the most engagement
  • Track all calls made through Groove OmniDialer, Flows, Salesforce, Gmail, or Microsoft 365
  • View calls with the highest positive conversation rates

“Our reps have really taken to Groove, and as a result, we’ve
seen the amount of email activity being captured in Salesforce
jump by nearly 200%.”

Bart Johnson Director of User Engagement

Ready to supercharge your Salesforce?